Frederick Freeman
Advisory Consultant
- Role
- Financial Consultant at TIAA
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Experience
Financial Consultant
Feb 2023 — Present
Provides a range of episodic advice to TIAA participants regarding a full, holistic financial plan.Engages clients to best serve and grow a book of business. Drives asset growth, retention, retail product adoption, and lifetime income solutions. Ensures a world class advisory experience. Assesses a broad spectrum of client needs determine the most appropriate solutions for the client (need for a full plan, episodic advice, and/or tailored individual TIAA investment and financial wellness needs (Managed Accounts, IRAs, Banking, Brokerage, 529, Protection, Debt Management, etc.).
Education
North Carolina Central University
B.A., Political Science/Criminal Justice
1989 — 1993
New York University
Financial Planning, Financial Planning and Services
2018 — 2019
Pfeiffer University
M.B.A., Business Administration
2003 — 2005
Duke University
Financial Planning, Financial Planning and Services
2011 — 2012
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